Civic Intelligence

Berkeley and George Harris Charitable Foundation

990PF • Fiscal year 2015 • EIN 56-6297219

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 05, 2016

405 Silverside Rd Suite 250Wilmington, DE 19809

(302) 792-3502

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

58th percentile

6.0%

Higher net margin than 58% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

52nd percentile

0.7%

Faster asset growth than 52% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

50%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$535,719

Up $3,878 (+0.7%) from 2014

Net Assets

Up

$535,719

Up $3,878 (+0.7%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue

Up

$48,206

Up $15,968 (+50%) from 2014

Expenses

Up

$45,315

Up $158 (+0.3%) from 2014

Net Income

Up

$2,891

Up $15,810 (+122%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $576,907Liabilities 2011: $02011Assets 2012: $544,676Liabilities 2012: $02012Assets 2013: $542,713Liabilities 2013: $1Net Assets 2013: $542,7132013Assets 2014: $531,841Liabilities 2014: $1Net Assets 2014: $531,8412014Assets 2015: $535,719Liabilities 2015: $1Net Assets 2015: $535,7192015Assets 2016: $574,727Liabilities 2016: $1Net Assets 2016: $574,7272016Assets 2017: $588,816Liabilities 2017: $0Net Assets 2017: $588,8162017Assets 2018: $610,581Liabilities 2018: $0Net Assets 2018: $610,5812018Assets 2019: $563,713Liabilities 2019: $1Net Assets 2019: $563,7132019Assets 2020: $538,444Liabilities 2020: $1Net Assets 2020: $538,4442020Assets 2021: $576,049Liabilities 2021: $1Net Assets 2021: $576,0492021Assets 2022: $619,537Liabilities 2022: $0Net Assets 2022: $619,5372022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2015

Assets$535,719
Liabilities$1
Net Assets$535,719

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $13,060Expenses 2011: $56,389Net Income 2011: -$43,3292011Revenue 2012: $8,726Expenses 2012: $40,957Net Income 2012: -$32,2312012Revenue 2013: $37,146Expenses 2013: $40,092Net Income 2013: -$2,9462013Revenue 2014: $32,238Expenses 2014: $45,157Net Income 2014: -$12,9192014Revenue 2015: $48,206Expenses 2015: $45,315Net Income 2015: $2,8912015Revenue 2016: $89,732Expenses 2016: $52,387Net Income 2016: $37,3452016Revenue 2017: $69,249Expenses 2017: $55,330Net Income 2017: $13,9192017Revenue 2018: $80,675Expenses 2018: $58,910Net Income 2018: $21,7652018Revenue 2019: $37,480Expenses 2019: $84,348Net Income 2019: -$46,8682019Revenue 2020: $17,675Expenses 2020: $42,944Net Income 2020: -$25,2692020Revenue 2021: $96,715Expenses 2021: $59,110Net Income 2021: $37,6052021Revenue 2022: $118,574Expenses 2022: $75,086Net Income 2022: $43,4882022Revenue 2023: $210,269Expenses 2023: $829,806Net Income 2023: -$619,5372023

Highlighted filing

2015

Revenue$48,206
Expenses$45,315
Net Income$2,891
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERKELEY H HARRISTrustee-$0--
GEORGE HARRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Berkeley & George Harris
EIN
56-6297219
In Care Of
% OPPENHEIMER TRUST COMPANY
Phone
3027923502
Address
405 SILVERSIDE RD SUITE 250, WILMINGTON, DE 19809

Signing Officer

Name
George Harris
Title
Trustee
Phone
3362743700
Signed
2016-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Leeper Kean & Rumley Llp
Address
3625 N ELM STREET SUITE 100-A, GREENSBORO, NC 27455
Preparer
Diane M Rumley
Phone
3362743700
Raw XML Appendix285 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028541
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0309
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01296
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt042691
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0832648
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0793660
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012490
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt041008
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O OPPENHEIMER TRUST CO DELAWARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O OPPENHEIMER TRUST CO DELAWARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILMINGTON
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038604
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030549
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0309
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS RECONCILIATION
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASS-THRU INCOME - MAGELLAN MIDSTREAM
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PASS-THRU INCOME - PLAINS ALL AMERICAN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0910
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1123
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0910
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1123
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01296
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DISTRIBUTIONS IN EXCESS OF PASS-THRU INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110086
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt27
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110086
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt27
TaxesSchedule/TaxesDetail/Amt0229
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0229
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03362743700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKELEY & GEORGE HARRIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0566297219
ReturnHeader/Filer/InCareOfNm0% OPPENHEIMER TRUST COMPANY
ReturnHeader/Filer/PhoneNum03027923502
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 SILVERSIDE RD SUITE 250
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEEPER KEAN & RUMLEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03625 N ELM STREET SUITE 100-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027455
ReturnHeader/PreparerPersonGrp/PhoneNum03362743700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE M RUMLEY
ReturnHeader/ReturnTs02016-02-10T13:42:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

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